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Choosing the right knowledge management depends on your use case, data volume, and requirements for timeliness and control. Here’s an overview of when each solution works best:

Upload Files from Computer

For quick, one-time queries or when you want to analyze specific files directly in chat, we recommend uploading directly from your computer.

Select Files from Integrations

If you want to access existing files from SharePoint, Confluence, Google Drive, or OneDrive without manually uploading them, we recommend selecting files from integrations.

Knowledge bases

Suitable for central, team-wide Knowledge bases used by multiple users or Agents. Cloud workspaces support up to 1,000 files. Dedicated deployments use their configured limit.

Library Folders

Use Library Folders for active work with reusable files in Chat, Agents, or Projects. Choose a Folder when you want to read, compare, update, or create files instead of searching a larger reference collection.

Sync folders from integrations

Use Folder Sync when your Agent or Project should always access the latest version of documents from SharePoint, Google Drive, OneDrive, or Confluence Cloud. It works well for product documentation, policies, FAQs, and other collections that change regularly. Dedicated deployments support up to 1,000 files per folder.